Close

The right insights, right now

Access the latest news, analysis and trends impacting your business.

Explore our insights by topic:

About Broadridge

Data Aggregation and Financial Reporting

Comprehensive client data, reporting and insights.

Enterprise-wide data management. Redefined.

Robust APIs

On-demand data access via seamless API integration with proprietary and third-party applications.

Centralized Data Repository of Fully Reconciled Data

Multiple views, including assets under management, cash balances, positions, transactions, spending and more.

360° Client View Including Held-Away Assets and Liabilities

A complete client financial view across all asset classes to help wealth advisors deliver holistic advice.

Data aggregation that delivers reconciled data every day

Practice management tools enhance productivity.

  • Multiple views including assets under management, cash balances and new accounts
  • User-friendly client portal
  • Global search

Market-leading data aggregation capabilities.

  • Unparalleled data reconciliation tools used by firms, advisors and clients 
  • Report generation across client groups or at any level in the advisor firm hierarchy
  • Robust APIs for seamless integration with third-party systems, including Salesforce
  • Enterprise-wide reconciliation so firms can focus on higher-level business challenges

Reporting options to meet every need.

  • Standard or customized benchmarking
  • Configurable report settings with scheduling capabilities
  • Flexible report kits enable the combination of multiple reports
  • Views of positions, cash flows and returns
  • Asset allocation models

Unmatched insurance-specific insights help grow your business.

  • In-depth detail such as party roles, valuation, sub-account, transactions, riders and premiums
  • Custom insurance screens
  • Extensive library of insurance-specific reports
Improve your decision-making across the enterprise with seamless data integrations and meaningful insights.
Improve your decision-making across the enterprise with seamless data integrations and meaningful insights.
Empower your advisors to deliver more value with Data Aggregation and Financial Reporting from Broadridge.

Empower your advisors to deliver more value with Data Aggregation and Financial Reporting from Broadridge.

Contact Us